Wealth Planner, Private Bank

Michael Page International (Hong Kong) Limited; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Michael Page International (Hong Kong) Limited is seeking a seasoned Private Wealth Planner to deliver holistic wealth planning for UHNW clients in Asia. The role involves partnering with Private Bankers to identify structuring needs and craft tailored solutions across trusts, estate planning and family governance.

Candidates should have 5+ years in Private Banking or Wealth Planning, with fluency in English and Mandarin, and a track record of working with multi-generational families and

Qualifications

• Bachelor's degree or above in Finance, Law, Business Administration, Accounting, Tax, or a related discipline.
• Strong knowledge of family trusts, succession planning, estate planning and wealth preservation techniques.
• Experience serving UHNW clients and multi-generational families with complex wealth planning needs.

Responsibilities

• Provide holistic wealth planning solutions to HNW/UHNW clients focusing on preservation, succession and legacy planning.
• Collaborate with Private Bankers to identify wealth structuring needs and tailor solutions.
• Advise on trust structures, succession planning, estate planning and wealth transfer strategies.

Skills

Wealth planning

UHNW clients

Estate planning

Trust & fiduciary services

Stakeholder management

English & Mandarin Chinese

Education

Bachelor's degree in Finance/Law/Business/Accounting/Tax

Job description

• Exposure to sophisticated UHNW and family office clients.
• Strong collaboration with senior bankers and product specialists.

About Our Client

Our client is a leading international private bank serving high-net-worth and ultra-high-net-worth clients across Asia.

Job Description

Responsibilities

• Provide holistic wealth planning solutions to HNW and UHNW clients, focusing on wealth preservation, wealth succession, and legacy planning.
• Partner closely with Private Bankers to identify clients' wealth structuring needs and develop tailored solutions.
• Advise clients on trust structures, succession planning, estate planning, family governance, and wealth transfer strategies.
• Support referrals and implementation of wealth planning solutions, including family trusts, life insurance trusts, universal life insurance, and succession planning structures.
• Work closely with internal stakeholders and external professional partners, including trust companies, insurance providers, legal advisers, and tax specialists.
• Conduct client presentations and wealth planning discussions to educate clients on estate and legacy planning considerations.
• Monitor regulatory, market, and industry developments impacting private wealth and estate planning.
• Support business development initiatives and contribute to the growth of the bank's wealth planning franchise.

The Successful Applicant

Requirements

• Bachelor's degree or above in Finance, Law, Business Administration, Accounting, Tax, or a related discipline.
• Minimum 5 years of experience in Private Banking, Wealth Planning, Trust & Fiduciary Services, Insurance Advisory, Estate Planning, or related fields.
• Strong knowledge of family trusts, succession planning, estate planning, insurance solutions, and wealth preservation strategies.
• Experience working with UHNW clients, entrepreneurs, business owners, and multi-generational families.
• Excellent presentation, communication, and stakeholder management skills.
• Ability to communicate complex wealth planning concepts in a practical and client-friendly manner.
• Fluent in English and Chinese, including Mandarin.

What's on Offer

• Permanent position offering stability and career growth opportunities.